Question 1

What Finance Kit materials can I use now?

Accepted Answer

Currently available are two blank, Notion-ready CSV downloads from /finance-kit and an invoice PDF generator at /invoice. The “Get Paid Globally” Playbook and Mini-Course and the AI + Spreadsheet Toolkit for Small Business Owners are still in development and are not part of the available downloads.

Question 2

What is inside each CSV file?

Accepted Answer

freelancer-income-expense-template.csv has the headers Date, Type, Description, Amount, Category and Currency. freelancer-invoice-payment-template.csv has the headers Client Name, Client Email, Invoice Number, Invoice Date, Description, Amount, Currency, Due Date, Payment Status, Payment Date and Notes. Both files contain headers only, with no example records.

Question 3

How do I download a tracker and import it into Notion?

Accepted Answer

Go to /finance-kit, download the CSV you want, then in Notion choose Import → CSV and select that file. The headers become database properties; the blank files do not add example records.

Question 4

How do the income and expense calculations work?

Accepted Answer

The CSV is a blank starting point. Configure its Notion properties and formulas using the instructions on /finance-kit. The setup includes a Currency summary with a separate row for each currency and an optional Set-aside rate that you choose. These are arithmetic planning calculations only: they do not combine or convert currencies, and they are not tax advice or a determination of tax liability.

Question 5

How do I make an invoice PDF?

Accepted Answer

Open /invoice and enter your own business details, client details, service description, amount, currency, due date and payment instructions. Then choose Download invoice PDF. You supply your own terms, date format and payment wording; the template has no country or payment-provider presets.

Question 6

Is the “Get Paid Globally” Playbook and Mini-Course available?

Accepted Answer

No. The “Get Paid Globally” Playbook and Mini-Course is still in development and is not part of the currently available downloads. The plan is a practical guide plus 2–3 hours of short videos for Africa-based freelancers, covering international payments such as Payoneer, Wise, Stripe alternatives and crypto-free options; fees and exchange rates; invoicing US and Canadian clients; and avoiding scams. Current provider rules and fees still need to be checked before this material is published.

Question 7

Is the AI + Spreadsheet Toolkit for Small Business Owners available?

Accepted Answer

No. The AI + Spreadsheet Toolkit for Small Business Owners is still in development and is not part of the currently available downloads. It is planned as a prompt library and spreadsheet automations for invoices and follow-ups, sales analysis, cash flow forecasting and customer replies using AI tools.

Clear answers for your finance tools.

Start with a blank tracker.